Senior Wealth Planner

Senior Wealth Planner

A Senior Wealth Planner is a dedicated tax and estate professional who is focused on clients with ongoing financial planning needs, as well as provides planning advice in areas such as cash flow management, insurance advisory, employee benefits and retirement planning. The individual will be responsible for partnering with Rockefeller Private Advisors to provide holistic financial planning and comprehensive advisory solutions that will optimize inter-generational transfer of wealth by customizing unique solutions. This role is a key member of the collaborative, team-centric approach of client servicing across Family Office Counseling.

Responsibilities

• Partner with Private Advisors under Rockefeller Global Family Office (RGFO) to determine and understand clients' financial objectives, design custom plans, and strategize and execute the financial plans. Cadence of client meetings to review the plans are on a quarterly basis.
• Identify planning needs beyond a clients' financial objectives to identify additional service offering for clients and implement bespoke strategies tailored to ensure continued wealth for generations to come.
• Provide a quarterly deliverable to clients comprised of their net-worth, cash flow, risk management / insurance summaries, estate planning and tax planning.
• Offer and review insurance strategies, employee benefits and retirement planning, and charitable planning.
• Coordination and oversight with other Family Office Solutions such as bill pay and CFO analytics.
• Be an integral part the Family Office Counselor Services' growth

Qualifications

Skills

Compensation Range

The anticipated base salary range for this role is $160,000 to $170,000. Base salary for the role will depend on several factors, including a candidate's qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.

Disclosure

Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, "Rockefeller") is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law ("protected characteristics").

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